+393.4%
FLR vs IONS
+196.3%
+197.1%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.3% |
| 7D | +6.3% | -29.4% | +35.8% | +11.9% |
| 30D | +1.8% | -35.1% | +37.0% | +8.7% |
| 3M | -4.4% | -48.9% | +44.5% | +6.0% |
| 6M | +15.9% | -62.4% | +78.3% | +34.3% |
| YTD | +27.7% | -64.2% | +91.9% | +49.2% |
| 1Y | +11.6% | -60.9% | +72.5% | +28.3% |
| 3Y | +39.9% | -38.9% | +78.8% | +44.2% |
| 5Y | +127.5% | -15.6% | +143.1% | +115.1% |
| 10Y | +11.6% | -33.5% | +45.0% | +4.3% |
| All | +393.4% | +196.3% | +197.1% | +172.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded IONS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling